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657 hedge funds and large institutions have $20.8B invested in Steris in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $4.75M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $17.8B → $20.8B (+$2.92B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 621657 (+36)

0.33% less ownership

Funds ownership: 94.28%93.95% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 243

Holders
657
Holders Change
+36
Holders Change %
+5.8%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
82
Increased
233
Reduced
243
Closed
43
Calls
$36.6M
Puts
$4.75M
Net Calls
+$31.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
301
Handelsbanken Fonder
Sweden
$1.64M +$1.46M +7,277 New
EWM
302
Executive Wealth Management
Michigan
$1.58M +$510K +2,551 +57%
FFA
303
Fortune Financial Advisors
Kansas
$1.57M +$1.4M +6,975 New
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$1.54M -$1K -5 -0.1%
CGH
305
Crossmark Global Holdings
Texas
$1.52M -$155K -773 -10%
FFA
306
Fi3 Financial Advisors
Indiana
$1.52M +$6.2K +31 +0.5%
RJT
307
Raymond James Trust
Florida
$1.49M +$134K +671 +11%
QCM
308
Quantinno Capital Management
New York
$1.49M -$404K -2,021 -23%
TFS
309
Thoroughbred Financial Services
Tennessee
$1.44M -$55.2K -276 -4%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$1.42M +$324K +1,621 +35%
DWP
311
Daymark Wealth Partners
Ohio
$1.41M +$108K +539 +9%
Nordea Investment Management
312
Nordea Investment Management
Sweden
$1.41M
WP
313
WealthShield Partners
North Carolina
$1.4M -$290K -1,451 -19%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$1.37M -$80K -400 -6%
TFCM
315
Taylor Frigon Capital Management
Arizona
$1.37M -$1.4K -7 -0.1%
CFCI
316
Comprehensive Financial Consultants Institutional
Indiana
$1.37M +$40.4K +202 +3%
IEFM
317
IQ EQ Fund Management
Ireland
$1.35M -$191K -957 -14%
MUAMU
318
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.35M +$1.2M +6,000 New
VPIM
319
Vanguard Personalized Indexing Management
California
$1.34M +$34.6K +173 +3%
PHIMC
320
Private Harbour Investment Management & Counsel
Ohio
$1.32M -$33K -165 -3%
STAS
321
Strong Tower Advisory Services
Minnesota
$1.27M +$11.6K +58 +1%
CG
322
Colony Group
Massachusetts
$1.27M +$20K +100 +2%
OAM
323
Ostrum Asset Management
France
$1.27M +$800 +4 +0.1%
API
324
Advisor Partners II
California
$1.22M +$239K +1,194 +28%
Brown Advisory
325
Brown Advisory
Maryland
$1.22M -$190K -950 -15%

STE Hedge Fund Activity: Q2 2023 in Review

657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q2 2023, worth a combined $20.8B — up 16% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new STE positions and 43 closed out — a net gain of 39 holders — while 233 added to existing stakes and 243 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $88.9M. The largest seller was Select Equity Group, cutting an estimated $83.1M.

  • 657 institutional investors held Steris (STE) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $20.8B of Steris stock for Q2 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Steris positions in Q2 2023 and 43 closed out, a net change of +39 holders.
  • The largest Steris buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $88.9M added.
  • The largest Steris seller in Q2 2023 was Select Equity Group, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2023.